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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,936 | $183,539-63.0% | $155,556-56.3% | $145,897-53.4% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 10.57% | 61.31%-50.7pp | 64.84%-54.3pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,642 | $5,315-69.1% | $4,675-64.9% | $4,663-64.8% |
| Participant deferral / active EE | $6,274 | $6,467-3.0% | $5,631+11.4% | $6,689-6.2% |
| Admin fee / account holder | $459 | $19,275-97.6% | $15,885-97.1% | $13,390-96.6% |